ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 85 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $392,739,000 | +11.3% | 7,276,320 | +35.3% | 10.76% | +45.3% |
| Q4 2019 | $352,931,000 | +2.4% | 5,376,772 | 0.0% | 7.40% | +5.1% |
| Q3 2019 | $344,597,000 | +3.8% | 5,376,772 | 0.0% | 7.04% | +2.5% |
| Q2 2019 | $331,908,000 | +5.0% | 5,376,772 | 0.0% | 6.87% | -1.3% |
| Q1 2019 | $316,154,000 | +12.4% | 5,376,772 | 0.0% | 6.97% | -0.5% |
| Q4 2018 | $281,286,000 | -8.2% | 5,376,772 | 0.0% | 7.00% | +7.1% |
| Q3 2018 | $306,530,000 | +7.3% | 5,376,772 | 0.0% | 6.54% | +0.5% |
| Q2 2018 | $285,722,000 | +2.3% | 5,376,772 | 0.0% | 6.50% | +4.7% |
| Q1 2018 | $279,270,000 | -1.6% | 5,376,772 | 0.0% | 6.21% | +3.8% |
| Q4 2017 | $283,894,000 | +4.9% | 5,376,772 | 0.0% | 5.98% | +17.7% |
| Q3 2017 | $270,720,000 | +2.9% | 5,376,772 | 0.0% | 5.08% | +0.4% |
| Q2 2017 | $263,085,000 | +2.5% | 5,376,772 | 0.0% | 5.06% | +1.6% |
| Q1 2017 | $256,580,000 | +5.5% | 5,376,772 | 0.0% | 4.98% | +2.9% |
| Q4 2016 | $243,138,000 | -0.5% | 5,376,772 | 0.0% | 4.84% | -10.8% |
| Q3 2016 | $244,267,000 | -1.7% | 5,376,772 | 0.0% | 5.43% | -12.9% |
| Q2 2016 | $248,461,000 | +802.4% | 5,376,772 | +757.9% | 6.23% | +826.0% |
| Q1 2016 | $27,534,000 | +5.0% | 626,772 | 0.0% | 0.67% | +0.7% |
| Q4 2015 | $26,212,000 | +5.6% | 626,772 | 0.0% | 0.67% | +2.0% |
| Q3 2015 | $24,814,000 | -1.8% | 626,772 | 0.0% | 0.66% | +7.6% |
| Q2 2015 | $25,271,000 | -2.3% | 626,772 | 0.0% | 0.61% | -4.8% |
| Q1 2015 | $25,861,000 | +1.9% | 626,772 | 0.0% | 0.64% | +2.7% |
| Q4 2014 | $25,372,000 | +7.4% | 626,772 | 0.0% | 0.62% | +4.0% |
| Q3 2014 | $23,617,000 | +1.2% | 626,772 | 0.0% | 0.60% | -0.8% |
| Q2 2014 | $23,328,000 | +3.2% | 626,772 | 0.0% | 0.60% | -4.1% |
| Q1 2014 | $22,595,000 | +1.6% | 626,772 | 0.0% | 0.63% | +0.5% |
| Q4 2013 | $22,250,000 | +7.0% | 626,772 | 0.0% | 0.63% | -2.6% |
| Q3 2013 | $20,796,000 | – | 626,772 | – | 0.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 1,466,931 | $86,256,000 | 55.63% |
| Tolleson Wealth Management, Inc. | 1,110,531 | $65,299,000 | 45.18% |
| Legacy Financial Advisors, Inc. | 1,817,291 | $106,857,000 | 36.20% |
| DOW CHEMICAL CO /DE/ | 4,027,402 | $236,811,000 | 35.76% |
| Personal Wealth Partners | 838,599 | $51,881,000 | 27.56% |
| Lee Financial Group Hawaii, Inc. | 494,217 | $29,060,000 | 27.05% |
| Financial Advisors, LLC | 612,063 | $35,989,000 | 24.58% |
| ARS Wealth Advisors, LLC | 1,023,883 | $60,204,000 | 19.23% |
| VisionPoint Advisory Group, LLC | 1,160,256 | $68,223,000 | 19.17% |
| Mascoma Wealth Management LLC | 438,092 | $25,760,000 | 17.28% |